Castle Rock Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Castle Rock Wealth Management, LLC

  • $409 Million
  • Q3 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 86,973 shares of PDEC stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
86,973
Previous 87,192 0.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
N/A
-219 Reduced 0.25%
86,973 $0
Q2 2025

Jul 23, 2025
SELL
N/A
-4,623 Reduced 5.04%
87,192 $0
Q1 2025

Apr 08, 2025
SELL
N/A
-45 Reduced 0.05%
91,815 $0
Q4 2024

Mar 05, 2025
SELL
N/A
-2,423 Reduced 2.57%
91,860 $0
Q3 2024

Oct 09, 2024
SELL
N/A
-651 Reduced 0.69%
94,283 $0
Q2 2024

Jul 12, 2024
SELL
N/A
-295 Reduced 0.31%
94,934 $0
Q1 2024

May 13, 2024
SELL
N/A
-676 Reduced 0.7%
95,229 $0
Q4 2023

Jan 08, 2024
BUY
N/A
74,563 Added 349.37%
95,905 $0
Q3 2023

Oct 10, 2023
SELL
N/A
-103 Reduced 0.48%
21,342 $0
Q2 2023

Jul 10, 2023
SELL
N/A
-710 Reduced 3.2%
21,445 $0
Q4 2022

Jan 30, 2023
BUY
N/A
5,150 Added 30.29%
22,155 $0
Q4 2021

Feb 02, 2022
BUY
N/A
17,005 New
17,005 $521,000

Others Institutions Holding PDEC

# of Institutions
224
Shares Held
21.4M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PDEC Quotes by TradingView
  • Ticker PDEC
More about PDEC
Track This Portfolio

Track Castle Rock Wealth Management, LLC Portfolio

Follow Castle Rock Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castle Rock Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email